Explaining This Brutal Stocks Sell-Off

Alf, a macro hedge fund expert, teams up with Brent, who focuses on equity market trends, to dissect the recent dramatic sell-off in tech and AI stocks. They explore whether macro shifts or political risks are at play. The conversation dives into trading strategies for high volatility and emphasizes the importance of risk management. They also touch on how positive news can sometimes lead to price declines, showcasing the unpredictability of macro markets and the nuances impacting investment decisions.